Benefits broker of record · LOUISVILLE, KY
STIFEL NICOLAUS & CO INC
STIFEL NICOLAUS & CO INC of LOUISVILLE, KY is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 18 offices of STIFEL NICOLAUS & CO INC.
13 contracts on file name STIFEL NICOLAUS & CO INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
STIFEL NICOLAUS & CO INC brokers 13 insured contracts for 10 employers, across 6 states, led by MI, IA, AL.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (13, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. | FLINT, MI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| J.L. MORGAN & ASSOCIATES, INC. | BIRMINGHAM, AL | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| AUTOMOTIVE CREDIT CORPORATION | SOUTHFIELD, MI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| AUTOMOTIVE CREDIT CORPORATION | SOUTHFIELD, MI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in STIFEL NICOLAUS & CO INC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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